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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,484 | $185,905-58.9% | $170,057-55.0% | $139,487-45.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 23.43% | 60.56%-37.1pp | 53.42%-30.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $2,405 | $7,597-68.3% | $6,790-64.6% | $4,755-49.4% |
| Participant deferral / active EE | $7,367 | $11,627-36.6% | $10,411-29.2% | $6,713+9.7% |
| Admin fee / account holder | $1,131 | $15,397-92.7% | $12,826-91.2% | $11,407-90.1% |